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View and Edit Released Exceptions

You can list and edit the exceptions you have released for an entity.

To list and edit released exceptions:

1. In the Portfolio Desk workspace, click the appropriate entity category in the left navigation.
   The Entities workspace opens, displaying the available entities for the category.
2. Complete the optional search criteria and then click Search.
   The system displays the search results based on the criteria you selected.
3. Highlight the entity you want to authorize (click).
4. Click Released Exceptions on the ribbon.
   The Released Exceptions dialog box opens, displaying the list of released exceptions that satisfy the default filter options.

5. In the filter section, you can change the following default options:

   Option	Description
   Policy
   Field
   Entity Type
   Status (Required)
   Expiration Date Range
   Reason code

   
   

6. Click Search.
   The system displays the list of released exceptions that satisfy the changed filter options.
7. Select an exception in the list and then click Edit Released Exception.
   The Edit Released Exception dialog box opens.
8. Revise the exception as required and then click OK.
   The system displays the refreshed list of released exceptions with the change applied.